Innovative Wealth Management, LLC

Innovative Wealth Management, LLC provides investment advisory and financial planning services primarily to individual clients, including high-net-worth individuals, as well as charitable organizations and small businesses. The firm offers discretionary portfolio management, standalone financial planning, and access to third‑party money managers, and it advises primarily on ETFs, mutual funds, and individual equities.

The firm typically tailors portfolios to client objectives and grants discretionary authority for day‑to‑day trading while retaining responsibility for setting objectives and selecting model portfolios or third‑party strategists. Innovative Wealth uses the AssetMark Advisory Platform and vetted model portfolios or sub‑advisors for implementation, relying on those third parties for discretionary management and research while maintaining ongoing monitoring and client reviews.

Compared with many peers, Innovative Wealth is affiliated with two accounting entities (Innovative Tax Services, LLC and Innovative Consultants, LLC), creating a routine referral channel for tax and accounting services alongside investment advice. Its advisory personnel are also licensed insurance agents and may earn commissions for selling insurance products, and the firm’s recent sub‑advisory relationship with AssetMark (including potential “growth support” arrangements) are disclosed potential conflicts of interest that clients should consider.